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Portfolio (Quarterly) Guide ↗

Centiva Capital, LP

· CIK 0001692507
13F Portfolio $12.3B AUM 1,267 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1267 New
Page 9 of 64  ·  1,267 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LRCX PUT LAM RESEARCH CORP Technology 59,400.0 $10.2M 0.08% NEW $171.18 +74.8%
162 ROIV CALL ROIVANT SCIENCES LTD Healthcare 461,000.0 $10.0M 0.08% NEW $21.70 +35.9%
163 HD CALL HOME DEPOT INC Consumer Cyclical 29,000.0 $10.0M 0.08% NEW $344.10 -11.6%
164 PPL CALL PPL CORP Utilities 277,900.0 $9.7M 0.08% NEW $35.02 +2.2%
165 PFE CALL PFIZER INC Healthcare 390,000.0 $9.7M 0.08% NEW $24.90 +3.4%
166 CRWV CALL COREWEAVE INC Technology 135,000.0 $9.7M 0.08% NEW $71.61 +59.5%
167 EWZ PUT ISHARES INC 300,000.0 $9.5M 0.08% NEW $31.77 +14.1%
168 D. BORAL ARC ACQ I CORP. 950,000.0 $9.5M 0.08% NEW $10.03
169 ROKU CALL ROKU INC Communication Services 87,800.0 $9.5M 0.08% NEW $108.49 +16.0%
170 CVX PUT CHEVRON CORP NEW Energy 61,400.0 $9.4M 0.08% NEW $152.41 +22.5%
171 CALL GALAXY DIGITAL INC. 413,600.0 $9.2M 0.07% NEW $22.36
172 SLV PUT ISHARES SILVER TR Financial Services 143,400.0 $9.2M 0.07% NEW $64.42 +7.2%
173 NKE NIKE INC Consumer Cyclical 143,860.0 $9.2M 0.07% NEW $63.71 -34.0%
174 FSK CALL FS KKR CAP CORP Financial Services 612,000.0 $9.1M 0.07% NEW $14.81 -27.1%
175 CALL ANNALY CAPITAL MANAGEMENT IN 398,900.0 $8.9M 0.07% NEW $22.36
176 VFC PUT V F CORP Consumer Cyclical 484,600.0 $8.8M 0.07% NEW $18.08 -4.4%
177 GLW PUT CORNING INC Technology 100,000.0 $8.8M 0.07% NEW $87.56 +137.9%
178 JD CALL JD.COM INC Consumer Cyclical 302,000.0 $8.7M 0.07% NEW $28.70 +14.5%
179 GDX CALL VANECK ETF TRUST 101,000.0 $8.7M 0.07% NEW $85.77 +1.8%
180 NHIC NEWHOLD INVT CORP III Financial Services 831,412.0 $8.6M 0.07% NEW $10.36 +1.9%
Page 9 of 64  ·  1,267 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 26.9%
Technology 21.8%
Financial Services 12.4%
Industrials 11.9%
Communication Services 10.5%
Healthcare 6.3%
Energy 3.8%
Consumer Defensive 2.2%
Utilities 1.8%
Basic Materials 1.7%